63 client associate jobs at 42 companies in Belvidere, IL
1mo
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Client Service Associate
Rockford, Illinois, United States
OnsiteFull Time
1+ YOEAssociate's or Bachelor's degree, 1–2 years client service in wealth management, experience on Fidelity or Schwab platforms, strong securities knowledge, Microsoft Outlook/Word/Excel and Salesforce proficiency, excellent communication and teamwork.
Fidelity, Schwab, Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, Orion
1w
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Client Services Associate - Freeport, IL
Freeport, Illinois, United States
$57k-$76k/yr OnsiteFull Time
2+ YOE2+ years client services/administrative support in financial services preferred; bachelor’s/associate’s preferred; strong communication, multitasking, Salesforce experience, ability to prepare client paperwork and support advisors.
Salesforce
2w
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Client Service Associate
Clinton, Wisconsin, United States
$20-$25/hr OnsiteFull Time
Client service or administrative experience preferred, bachelor\u0002s degree preferred, strong communication, attention to detail, Microsoft Office proficiency; Salesforce experience a plus.
Microsoft Office, Salesforce
1mo
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Registered Financial Client Associate
Wheaton, Illinois, United States
$25-$32/hr OnsiteFull Time
2+ YOEBachelor's degree or equivalent experience, 2+ years client service in financial services, Series 7 and Series 63/65 or 66 required, Microsoft Office proficiency, strong communication, discretion, and problem-solving skills.
Microsoft Office
4w
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Part Time Client Associate - Woodfield IL
Schaumburg, Illinois, United States
OnsitePart Time
1+ YOEMinimum 1 year client-services experience; proficiency with Microsoft Applications and POS; strong written and verbal communication; able to work weekends, evenings and holidays.
Microsoft Applications, point-of-sale (POS)
3w
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Financial Advisory - Client Service Associate
Lincolnshire, Illinois, United States
OnsiteFull Time
Bachelor's degree preferred, strong organizational and communication skills, Microsoft Office proficiency, experience in financial services or client service is a plus, knowledge of SEC/FINRA compliance.
Microsoft Excel, Microsoft Word, Microsoft Outlook, CRM
3w
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Financial Advisory - Client Service Associate
Lincolnshire, Illinois, United States
OnsiteFull Time
Bachelor's in business/finance or recent graduate; strong organization, communication, and attention to detail; proficiency with Microsoft Excel/Word/Outlook and CRM; knowledge of SEC/FINRA compliance a plus.
Microsoft Excel, Microsoft Word, Microsoft Outlook, CRM
15h
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Private Client Senior Tax Associate
Lincolnshire, Illinois, United States
$80k-$110k/yr HybridFull Time
3+ YOEBachelor's degree in accounting, finance, or a related discipline; 3+ years of public accounting tax experience, including 1+ year at senior associate level; CPA or CPA eligibility; communication and project management skills.
1w
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Assoc II, Client Services
Vernon Hills, Illinois, United States
$60k-$90k/yr OnsiteFull Time
5+ YOEHigh school diploma required (bachelor's preferred),5+ years related experience,knowledge of investment products,Series 65 preferred,strong Microsoft Office skills and communication.
LPL Clientworks, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
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Client Support Manager
Waunakee or Evansville
OnsiteFull Time
5+ YOEAssociate's degree or equivalent experience, 5+ years in banking/financial services with leadership experience; strong knowledge of retail banking products, digital services, KPIs, and advanced computer skills (Word, Excel, Outlook).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet, AI
2w
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Rep., Client Services (CPD)
Itasca, Illinois, United States
$15-$26/hr OnsiteFull Time
1+ YOEAssociate's degree or equivalent experience, 1+ years experience, strong communication, organization, attention to detail, and ability to multi-task in a fast-paced environment.
1w
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Client Services Representative (Temporary)
Philadelphia or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Frisco or Madison or Janesville or Milwaukee or Oak Creek or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$16-$41/hr RemoteFull Time
2+ YOEHigh school diploma, 2 years customer service experience (or associate's preferred), ability to work remote contact center, strong data entry and communication, knowledge of health insurance terminology preferred.
1w
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Associate Director
Schaumburg, Illinois, United States
HybridFull Time
3+ YOEBachelor's degree or equivalent experience; 3-5 years association/nonprofit or client-service experience; project management, budgeting, and communication skills; Microsoft 365 proficiency; ability to travel ~20-25%.
Microsoft Office/Microsoft 365, Outlook, Word, Excel, PowerPoint, Teams
4w
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Service Associate
Riverwoods, Illinois, United States
$60k-$70k/yr OnsiteFull Time
2+ YOE2-5 years client-facing administrative experience in financial services, HS diploma (BA preferred), CRM and Microsoft Office proficiency, strong communication and attention to detail.
CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook
4w
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Briefings Associate
Libertyville or Chicago
$60k-$65k/yr HybridFull Time
2+ YOEBachelor's or equivalent,2+ years event/briefing coordination or client-facing hospitality experience, strong organization and communication, AV/logistics coordination, ability to lift up to 50 lbs.
BriefingSource, Salesforce.com, Microsoft Outlook, Microsoft Teams, Microsoft PowerPoint, Microsoft Excel
1mo
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Associate Attorney
Arlington Heights or Naperville or Cook County or DuPage County or Lake County or McHenry County
OnsiteFull Time
2+ YOEJuris Doctor and active bar license in good standing, 2+ years litigation experience (family law preferred), ability to draft pleadings, advise clients, research evidence, and mentor junior attorneys.
1mo
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Program Associate I
Arlington Heights, Illinois, United States
OnsiteFull Time
Front-desk program support including greeting clients, clerical tasks, scheduling, data entry, record keeping, distributing resources; must pass background/DMV checks and possess a driver's license and automobile insurance.
2w
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Account Manager - Client Relations
Wauconda, Illinois, United States
OnsiteFull Time
3+ YOEAssociate's degree required (Bachelor's preferred), 3+ years sales experience (3-5 preferred), prior landscape operations management, ability to drive to sites, strong written/verbal communication, horticultural knowledge preferred.
2w
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Operations Associate - Part Time
Wheaton, Illinois, United States
$20-$23/hr OnsitePart Time
1+ YOE1-2 years retail or client-focused experience, strong organizational and communication skills, ability to lift up to 50 pounds, punctual and reliable for scheduled shifts.
2w
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Operations Associate - Full Time
Bloomingdale, Illinois, United States
$20-$23/hr OnsiteFull Time, Part Time
1+ YOE1-2 years retail or client-focused experience; strong organization, communication, ability to lift up to 50 lbs, punctuality, and availability for peak retail hours.